Rumor: Microsoft cut internal Claude spend by 33%, slashed per-employee token budget from $100k to $10k/month

ns123abc · x · 2026-10-06

An unverified claim says major customers are aggressively cutting Claude usage ahead of Anthropic's IPO: Microsoft reportedly cut internal Claude spend by over 33% and slashed per-employee token budgets from $100k to $10k/month while forcing Copilot to route to cheaper models; Meta allegedly saw Muse Code active users drop from 60k to 30k and replaced it with Muse Code; Palantir and Nvidia are also scaling back over price and data-privacy concerns. All figures are third-party claims, not officially confirmed.

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